A Trustee’s Duty to Monitor Investment Agents

By Josh Yager | February 25, 2021 |

Duty to Monitor Investment Agents: Section 9(a)(2,3) of the UPIA directs that a trustee shall establish “… the scope and terms of the delegation, consistent with the purposes and terms of the trust [and] periodically reviewing the agent’s overall performance and compliance with the terms of the delegation.”  In response to this duty a prudent…

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